JNL/BlackRock Large Cap Select Growth Fund Class I (0P00003EJ2)

Overview

The fund is designed to cater to investors seeking exposure to U.S. large capitalization companies, defined by the advisor as those with a market capitalization of at least $2.0 billion at the time of investment. It aims to leverage the growth and stability of large-cap companies to provide returns to its investors. With a strategy that allows up to 20% investment in foreign equity securities, the fund diversifies its portfolio, potentially mitigating risks and capitalizing on international opportunities. The focus on equity securities such as common stock, preferred stock, convertible securities, and ADRs provides a broad spectrum of investment avenues within the large-cap domain. This strategic diversification and focus on large-cap entities make the fund an attractive option for investors looking for growth and stability from their investments.

Products and Services

• Equity Securities of U.S. Large Capitalization Companies

In line with its core strategy, the fund invests a minimum of 80% of its assets in equity securities of U.S. large capitalization companies. These companies, with a market capitalization of at least $2.0 billion, are selected for their potential to offer stable returns and growth. Investment in large-cap companies is central to the fund's offering, tapping into the relative safety and potential for appreciation inherent in these established businesses.

• Foreign Equity Securities

To diversify its investment portfolio and tap into international markets, the fund allocates up to 20% of its net assets to foreign equity securities. This component of the fund's strategy allows for broader exposure to global economic growth trends and the opportunity to benefit from the performance of companies outside the U.S. It reflects a balanced approach to risk management, leveraging international markets while maintaining a strong foundation in U.S. large-cap equities.

• Common and Preferred Stock, Convertible Securities, ADRs

The fund's investments span a variety of equity instruments including common stock, which represents ownership in a company; preferred stock, which offers dividends before common stocks and has priority in the event of liquidation; convertible securities, which can be converted into a specified number of shares of common stock; and American Depositary Receipts (ADRs), which are a form of equity security that represents a specified number of shares of a foreign stock traded on U.S. exchanges. This wide array of investment vehicles enriches the fund's portfolio, providing multiple avenues for growth and income.